John Martin L President Email & Phone Number

★ Helping 100's of High-Earning Professionals Achieve Their Financial Objectives, Protect Their Wealth from Multiple Financial Risks to Meet or Exceed Their Goals ★ √ Are you concerned that although you are a high earner, your lifestyle after retirement won't adequately maintain your lifestyle?√ How are you addressing the retirement risks of taxes, inflation, market volatility, sequence of returns, and rising healthcare expenses?√ Do you know if you're paying the least amount of taxes possible?With over 35+ years of expertise, I help Business Owners, C-level executives, and High-Earning Professionals to grow and preserve their wealth through the lens of tax reduction planning and asset protection.Some of our clients that planned for a tax-free retirement, not only retained the income they made while working but experienced an increase!Please ask for a Complimentary Consultation to discuss your financial concerns and/or receive a "stress test" of your current financial plan so we can best help you get the desired results. ★ NEXT STEP ★ If you’d like to chat, please DM me, contact me at jmartin@procws.com or schedule directly with me at calendly.com/jmartin-120/30min For more information www.compasswealthstrategies.net ★ What Makes Us Different ★ As an independent wealth advisor, I only recommend the solutions that are best for my client's needs and wants, and we always offer all the education needed to make an informed decision. Working with integrity is one of our core values, we possess great knowledge about multiple wealth solutions, and we feel it’s our privilege to help you obtain peace of mind. ★ Outstanding Outcomes Include ★√ Throughout my career, I’ve been able to increase a large number of client’s wealth, some of them by over 1 Million dollars over their lifetime.√ Reduced tax liability√ Provided worry-free retirement. ★ Specialties Include ★ Independent Wealth Advisor, Tax Reduction Specialist, Certified Estate Planner, Registered Financial Consultant, Retirement Income Planning to Minimize Taxes and Maximize Income, Investment Portfolio Design - Customized to Your Risk Capacity Using Independent World-Class Institutional Money Managers

Listed skills include Strategic Financial Planning, Strategic Planning, Wealth Management, Retirement Planning, and 20 others.

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  Rochester Institute Of Technology

  Business Administration & Economics